Investment Funds Performance

Diversified and Thematic

Fund Name
1 Month 6 Months 1 Year 2 Years Annualised 3 Years Annualised 5 Years Annualised
Investment Funds High Growth Fund

0.53%

10.08%

22.03%

Investment Funds Growth Fund

0.30%

8.76%

18.38%

17.57%

5.62%

8.18%

Investment Funds Balanced Fund

-0.08%

7.14%

14.18%

13.97%

3.96%

5.94%

Investment Funds Conservative Fund

-0.31%

4.59%

7.46%

8.25%

1.19%

2.22%

Homes and Income Fund

0.35%

2.77%

5.72%

Single Sector

Fund Name
1 Month 6 Months 1 Year 2 Years Annualised 3 Years Annualised 5 Years Annualised
Investment Funds NZ Share Fund

0.48%

11.49%

11.06%

7.24%

0.79%

3.04%

Investment Funds NZ Bond

0.55%

4.45%

5.32%

5.68%

0.68%

0.10%

Investment Funds NZ Cash Fund *

0.41%

2.69%

3.67%

Investment Funds Hedged Global Share Fund

-1.62%

6.97%

22.23%

Investment Funds Unhedged Global Share

3.29%

15.94%

35.30%

Investment Funds Hedged Global Bond

-1.25%

2.26%

1.85%

These returns are to 31-12-2024 and are before tax and after fund management fees. Past performance is not necessarily an indicator of future performance and return periods may differ.
* This return includes the performance of the Defensive Investment Fund before the 1st of July 2024.